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icono de SOR

Source Capital
SOR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NWF Advisory Services
26
NWF Advisory Services
California
USD 540 k -USD 8.18 k -179 -2%
Evolve Private Wealth
27
Evolve Private Wealth
California
USD 490 k -USD 32 k -700 -6%
Pinnacle Financial Partners (Georgia)
28
Pinnacle Financial Partners (Georgia)
Georgia
USD 475 k +USD 242 k +5,302 +105%
Cary Street Partners
29
Cary Street Partners
Virginia
USD 451 k -USD 428 k -9,359 -49%
Capital Investment Counsel Inc
30
Capital Investment Counsel Inc
North Carolina
USD 414 k – – –
Private Advisor Group
31
Private Advisor Group
New Jersey
USD 367 k +USD 52.1 k +1,139 +17%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
USD 340 k +USD 2.29 k +50 +0.7%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
USD 290 k +USD 37.8 k +826 +15%
UBS Group
34
UBS Group
Switzerland
USD 256 k -USD 56.8 k -1,242 -18%
PWMA
35
Pension & Wealth Management Advisors
Massachusetts
USD 238 k +USD 3.2 k +70 +1%
NewEdge Advisors
36
NewEdge Advisors
Louisiana
USD 235 k -USD 2.7 k -59 -1%
Beacon Pointe Advisors
37
Beacon Pointe Advisors
California
USD 215 k +USD 214 k +4,674 Nuevas
AssetMark Inc
38
AssetMark Inc
California
USD 165 k – – –
AF
39
Align Financial
Minnesota
USD 154 k – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
USD 124 k – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
USD 83 k -USD 495 k -10,836 -86%
AA
42
AlphaCentric Advisors
Puerto Rico
USD 78.1 k +USD 77.7 k +1,700 Nuevas
CA
43
Crossingbridge Advisors
New York
USD 78.1 k +USD 77.7 k +1,700 Nuevas
Manchester Capital Management
44
Manchester Capital Management
Vermont
USD 69.9 k +USD 914 +20 +1%
KCM
45
Key Capital Management
Tennessee
USD 60.1 k +USD 59.8 k +1,308 Nuevas
NBC Securities
46
NBC Securities
Alabama
USD 51.1 k +USD 503 +11 +1%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
USD 46 k – – –
Wolverine Asset Management
48
Wolverine Asset Management
Illinois
USD 44.4 k -USD 19.8 k -434 -31%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
USD 42 k +USD 17.7 k +388 +74%
WT
50
WHI Trust
Illinois
USD 41.9 k – – –
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